Modelist

Q: What is Modelist's official website?

Modelist's official website is www.modelist.me

Q: What is Modelist's Revenue?

Modelist's revenue is <$5 Million

Q: What industry does Modelist belong to?

Modelist is in the industry of: Finance , Business Services , Securities Trading

Q: What technology does Modelist use?

Some of the popular technologies that Modelist uses are: Wix, Varnish

Q: What does Modelist do?

Modelist specializes in creating custom, white-labeled investment models for independent fiduciary financial advisors, allowing them to maintain control while benefiting from outsourced efficiency. The company offers research-backed strategies, tax-managed trading, and full transparency, ensuring that advisors can tailor portfolios to their clients... ' unique needs. By streamlining costs and focusing on investment management, Modelist provides a flexible solution that integrates seamlessly with existing platforms. Their goal is to transform investment management by simplifying complex strategies into accessible model portfolios. Read More

Q: Is Modelist a public company?

Modelist is private company therefore does not currently have an official ticker symbol

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

PO Box 689, Excelsior, Minnesota, 55331,...

Website

www.modelist.me

Revenue

<$5 Million

Industry

ZI Rank: 1

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About Modelist

Modelist specializes in creating custom, white-labeled investment models for independent fiduciary financial advisors, allowing them to maintain control while benefiting from outsourced efficiency. The company offers research-backed strategies, tax-managed trading, and full transparency, ensuring that advisors can tailor portfolios to their clients' unique needs. By streamlining costs and focusing on investment management, Modelist provides a flexible solution that integrates seamlessly with existing platforms. Their goal is to transform investment management by simplifying complex strategies into accessible model portfolios.Explore more

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Popular SearchesModelistSIC Code 62,628NAICS Code 52,523Show more

Modelist Org Chart

Joseph Mallen

Chief Executive Officer

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Alexander Graf

Managing Partner

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